Marty Pereira Email & Phone Number
Financial Advisor | Director of Investment Strategy @ Partners Wealth Management
Chicago, IL, US
Marty Pereira's Work
- Financial Advisor | Director of Investment Strategy @ Partners Wealth Management
- Financial Advisor @ Morgan Stanley
- Investor and Online Trader @ Gaspee
- EVP and Director of Financial Services @ Csmg Companies
- CPA Tax Professional @ EY
Marty Pereira's Education
- University of Rhode Island - College of Business Administration
Master of Science (Accounting)
1978 - 1981 - University of Rhode Island
Bachelor of Science Degree (Health and Physical Education)
1973 - 1977 - Pilgrim High School
High School Diploma
1969 - 1973
Marty Pereira's Skills
- Research
- Trading
- Project Management
- Alternative Investments
- Microsoft Office
- Financial Advisory
- Portfolio Management
- Investments
- Wealth Accumulation
- Cross Functional Team Leadership
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